• Request your complimentary consultation with an advisor from United Safeguard Financial Group.
    Phone: 800-209-1244 / john@unitedsafeguardfg.com / Visit Us!
    Discover many of the opportunities available to help you plan for your financial future.
    At United Safeguard Financial, we can help you determine a strategy appropriate for your financial situation.
    Home » Financial Services

    Investment Advisory

    United Safeguard Financial Group offers investment advisory services through our team at Brookstone Capital Management, LLC.

    All of our client's investment advisory accounts are held in custodian at TD Ameritrade.

    John Schnorr is an investment advisor representative and provides fee based investment advisory services through Brookstone Capital Management, LLC.  Though his team of institutional money managers he can work with you to provide a portfolio which meets your investment needs and goals.

    The Wealth Management Difference

    Brokers: These advisors offer a broad range of investment products and do not specialize in a single type of product. They are generally transaction focused and are compensated by commission with primary loyalty often to their employers. Regulators have never required brokers to act as fiduciaries – that is, to act in the undiluted best interest of their customers.

    Wealth Managers – Registered Investment Advisors (RIA): These advisors take a comprehensive approach to meeting client needs by using a highly consultative approach to constructing integrated personal solutions. These advisors are paid a fee to provide investment advice, and according to federal law, have a fiduciary responsibility to act in the client’s undivided best interest.

    Through our relationship with Brookstone Capital Management, LLC, an SEC registered investment advisor, we act as your fiduciary and are able to offer comprehensive investment services that are always in your best interest. When you’re seeking investment advice, you should think carefully about how you compensate your advisor.

    Meet the team at Brookstone Capital Management, LLC

    Call for a complimentary, no obligation consultation: 800-209-1244

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

    Complimentary Report
    "10 Things to Know About
    Retirement Income”

    Discover 10 things you should consider in creating your retirement strategy. 
  • about United Safeguard Financial Group®
    meet john Schnorr
    John Schnorr has over 17 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.
    » learn more about john
    financial services
    We specialize in Retirement Phase Planning with a focus on: Wealth Preservation, Wealth Management through Investment Advisory, Income Planning and Estate Planning
    » View our Services
    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

    Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

    Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.